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Technology Stocks : copper mountain CMTN
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To: Rarebird who wrote (817)9/15/2000 11:33:25 PM
From: P314159d   of 1226
 
You got it Rare

VRTA is major DSL chip provider for WSTL (see my post there if you wish). But the SBC, VZ stuff is overblown. VZ slashed no orders. SBC slowed a few Sept orders for the Oct/Nov area, but did not move any orders from that qtr . thus SBC only defferred about 100 to 200K orders for one month and expect to make them up. Given they had expected to DOUBLE orders qtr to qtr, it will only result in a 30% increase qtr to qtr. Bummer. 30% q-q is about 150% y-y for WSTL.
I expect similar occurrence at CMTN , but they should still reach about 32 cents this qtr. and with a 50 to 70 % growth rate y-y, CMTN is cheap in the 40s, should be 80s.
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